Smart Dividends Aug 24 - New Portfolio

James Smith

Smart Dividends Aug 24
Individual Investor
Ranked #394,798 out of 764,634 TipRanks' Investors
Success Rate
46%
152 out of 334
profitable transactions
Average Return
0.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.79%
6-Month Return-
12-Month Return-
YTD Return▲ 4.07%
Total Return▲ 4.07%

Best Trade

Opened at
Closed at-
Gain▲ 142.86%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.06%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.64%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 4.03%
Oct 2024
▼ 2.57%
▲ 0.42%
▼ 1.65%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.21%▲ 2.34%▲ 1.06%
▲ 7.82%▲ 2.10%▲ 0.64%
▲ 6.02%▼ 0.89%▲ 4.03%
▼ 2.57%▲ 0.42%▼ 1.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab Fundamental International Small Co. Index ETF
0%
0.00%
1
Open
Nov 01, 2024
MasTec
0%
0.00%
1
Open
Nov 01, 2024
Hilton Worldwide Holdings
0%
0.00%
1
Open
Nov 01, 2024
JPMorgan U.S. Quality Factor ETF
0%
▼ 1.20%
1
Open
Oct 29, 2024
Schwab 5-10 Year Corporate Bond ETF
0%
▼ 0.84%
1
Open
Oct 29, 2024
iShares MSCI USA Quality Factor ETF
0%
▼ 1.92%
1
Open
Oct 29, 2024
iShares U.S. Infrastructure ETF
0%
▼ 0.81%
1
Open
Oct 29, 2024
Vanguard Russell 1000 Value ETF
0%
▼ 0.85%
1
Open
Oct 29, 2024
Invesco S&P MidCap Quality ETF
0%
▼ 1.87%
1
Open
Oct 29, 2024
iShares Morningstar Growth ETF
0%
▼ 2.51%
1
Open
Oct 29, 2024
Vanguard Mid-Cap Growth ETF
0%
▼ 1.79%
1
Open
Oct 29, 2024
iShares Russell 1000 ETF
0%
▼ 1.72%
1
Open
Oct 29, 2024
iShares Russell 1000 Value ETF
0%
▼ 0.85%
1
Open
Oct 29, 2024
iShares S&P 500 Value ETF
0%
▼ 0.67%
1
Open
Oct 29, 2024
John Hancock Multifactor Mid Cap ETF
0%
▼ 1.16%
1
Open
Oct 29, 2024
Celldex
0%
▼ 4.39%
1
Open
Oct 29, 2024
Bitcoin
81.25%
▲ 14.31%
2
Buy
Oct 11, 2024
China Construction Bank
0%
▼ 1.56%
1
Open
Oct 10, 2024
Tencent Holdings
0%
▼ 4.55%
1
Open
Oct 10, 2024
T Rowe Price
0%
▲ 3.76%
1
Open
Oct 10, 2024